Tipalti Overview

Modified on Thu, 13 Jun 2024 at 07:16 PM

What is Tipalti?

Tipalti is a third-party cloud-based accounts payable platform that automates the entire supplier payments operation. It helps businesses manage their accounts payable processes efficiently by streamlining invoice processing, tax compliance, payment reconciliation, and supplier communication. Tipalti provides features such as invoice processing, payment automation, global payment capabilities, tax compliance management, supplier onboarding, and reporting and analytics.

ClickFunnels uses Tipalti to organize tax documents and distribute payments to our affiliates on the 1st and 15th of each month per our payout guidelines. To get paid for your commissions before the 120-day expiration period, you must have tax documentation on file with ClickFunnels. This is mandatory no matter which country you live in.

The three main parts to setting up your Tipalti Account are:

  • Personal Information
  • Tax Documents
  • Payment Method

Get Started

  1. First, reach your Affiliate Center by clicking on your Account Settings in the upper right corner dropdown and clicking CF 2 Affiliate Center or Log into the Customer Center > Affiliate Program if you do not have a ClickFunnels 2.0 account.
  2. Click on Set up Payments, then Set up Tipalti.
  3. You will be prompted to provide the following information:

    a. Address

    b. Payment Method

    c. Tax Forms

  4. The options available for Payment Methods are country-dependent. You can find the available methods available based on your country here - https://support.tipalti.com/Content/Topics/UserGuide/PaymentInformation/PaymentMethodsCoverage/IntroUsd.htm:

    a. ACH (Bank Draft)

    b. PayPal

    c. ECheck

    d. Paper Check

    e. Wire Transfer

  5. Once you complete this process, most US-based individuals or businesses will be confirmed "on the spot," and your Tipalti account will be immediately deemed as payable.
  6. Non-US locations may require alternate tax documentation and could require additional verification before receiving the "Payable" tag.
  7. Once your account is set as payable, you will be eligible to receive payouts on the 1st and 15th of each month as long as you meet our payout requirements.

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Tipalti FAQ

Q - What is the 120-day Commissions Expiration?

  1. A -If you do not set up your Tipalti account in those 120 days, your commissions will be expired. You will be deemed to have permanently waived and forfeited all rights to Commissions that were earned more than 120 days before submitting a completed W-8 or W-9 tax form or any ancillary supporting documentation that is requested to confirm the information on your tax form.

  2. Q - How do I fill out my Tipalti forms?

A - When you log into your Affiliate Dashboard, you will be directed to create your Tipalti account. Going through that process will require you to fill in your personal information, your Tax form, and select your payment method that you wish to be paid out to the commission you earn. 

  1. Q - Which type of tax form should I fill?

A - Due to policies in place, we are not able to provide you with any advice related to the tax forms. If you have questions, it is recommended that you reach out to a Tax professional however, you can review more information regarding which tax form will be best suited for you depending on your region here - https://support.tipalti.com/Content/Topics/UserGuide/Taxation/TaxWithholding/TaxFormEntityTypes.htm?Highlight=tax

  1. Q - What are the different tax forms available?

A - W-9 is for US Citizens, W-8BEN is for non-U.S. Citizens, and W-8BEN-E is for foreign business entities.

  1. Q - I cannot log in to Tipalti

A -Please go to https://suppliers.tipalti.com/clickfunnels/account/login and attempt to request a password reset. If you continue to have trouble logging in, please reach out to our support. 

Q - I need to submit new tax forms

A - Please log into your Tipalti account to update your tax forms. You can log in by going to: https://suppliers.tipalti.com/clickfunnels/account/login

  1. Q - How long will it take me to be approved?

A - Generally, our US-based affiliates that fill out a W9 could be approved almost immediately after submitting their tax forms. Our international affiliates can take a bit longer since they may need to submit additional forms and wait for those forms to be approved. 

  1. Q - How to Delete my Tipalti Account

A - Please reach out to Tipalti to delete your personal details if you want to delete your account.

  1. Q - How to reset my Tipalti account password

A -Head over to https://suppliers.tipalti.com/clickfunnels/account/login and request a password reset. If you continue to have trouble, please reach out to our support! 

  1. Q - My number changed for the 2FA authentication. What do I do?

A - Please reach out to support so we can reset your 2FA which would allow you to set it up with your new number the next time you log in. 

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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